Opening An Investment Account As Easy As 1-2-3?

‟ The only thing I would say now is that I should never have come to a conclusion on the appropriateness of a financial advisor/dealer based on a first/initial meeting. What I feel would have been more reasonable is to have the initial meeting, followed by another where he/she actually shares his/her proposal for how they would invest my money based on the initial discussion”  - disgruntled client       The IIROC Document Opening A...